Connecting to WorkflowMax/Xero Practice Manager. (9)

In order to use PlanRight, you’ll need to connect to either WorkflowMax or Xero Practice Manager. The steps are the same, whether you are connecting to WorkflowMax or Xero Practice Manager:

How to connect to WorkflowMax/Xero Practice Manager

Modified on Thu, 14 Nov, 2024 at 9:32 PM
Plan in PlanRight

Modified on Thu, 14 Nov, 2024 at 9:32 PM
Plan in WorkflowMax

Modified on Thu, 14 Nov, 2024 at 9:32 PM
The First Sync

Modified on Thu, 14 Nov, 2024 at 9:33 PM
Sync Modes

Modified on Thu, 14 Nov, 2024 at 9:33 PM
Daily Sync

Modified on Thu, 14 Nov, 2024 at 9:33 PM
Quick Sync

Modified on Thu, 14 Nov, 2024 at 9:34 PM
Changes made in PlanRight

Modified on Thu, 14 Nov, 2024 at 9:34 PM
Quick syncing of jobs for one Client

Modified on Thu, 14 Nov, 2024 at 9:34 PM